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Fidelity Blue Chip Value ETF

36 hedge funds and large institutions have $27.9M invested in Fidelity Blue Chip Value ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14M +$60.6K +1,851 +0.4%
P
2
&Partners
Tennessee
$3.05M
GS
3
GTS Securities
New York
$1.09M +$335K +10,240 +44%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$988K -$364K -11,127 -27%
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$908K
Morgan Stanley
6
Morgan Stanley
New York
$851K +$498K +15,209 +141%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$680K +$220K +6,705 +48%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$667K -$7.95K -243 -1%
KPWS
9
Kestra Private Wealth Services
Texas
$620K -$1.01M -30,736 -62%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$538K -$735K -22,456 -58%
Truist Financial
11
Truist Financial
North Carolina
$506K -$16.5K -503 -3%
CFB
12
Cullen/Frost Bankers
Texas
$413K +$1.96K +60 +0.5%
HighTower Advisors
13
HighTower Advisors
Illinois
$385K
SWGC
14
Summit Wealth Group (Colorado)
Colorado
$339K +$339K +10,351 New
Citadel Advisors
15
Citadel Advisors
Florida
$331K +$331K +10,095 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$294K +$294K +8,987 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$280K -$22K -673 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$274K -$349K -10,685 -56%
PAG
19
Private Advisor Group
New Jersey
$263K -$46.5K -1,421 -15%
BCI
20
Brinker Capital Investments
Pennsylvania
$227K -$88.3K -2,698 -28%
FFA
21
Florida Financial Advisors
Florida
$227K -$81.1K -2,478 -26%
MAM
22
MWA Asset Management
Massachusetts
$208K +$1.31K +40 +0.6%
SS
23
Sunbelt Securities
Texas
$173K -$6.83K -216 -4%
CA
24
CoreCap Advisors
Michigan
$167K +$10.1K +309 +6%
RF
25
Roxbury Financial
New Jersey
$135K +$14.4K +439 +12%